Liberty Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Liberty Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-74	Closed	-$10K	–	598
2021 Q3	$10K	Buy	74 +37	+100%	+$4.85K	﹤0.01%	817
2021 Q2	$5K	Hold	37	–	–	﹤0.01%	787
2021 Q1	$4K	Hold	37	–	–	﹤0.01%	730
2020 Q4	$4K	Hold	37	–	–	﹤0.01%	726
2020 Q3	$5K	Hold	37	–	–	﹤0.01%	622
2020 Q2	$5K	Hold	37	–	–	﹤0.01%	604
2020 Q1	$5K	Sell	37 -63	-63%	-$8.12K	﹤0.01%	573
2019 Q4	$13K	Buy	100 +63	+170%	+$7.96K	0.01%	493
2019 Q3	$5K	Hold	37	–	–	﹤0.01%	633
2019 Q2	$5K	Hold	37	–	–	﹤0.01%	656
2019 Q1	$4K	Hold	37	–	–	﹤0.01%	569
2018 Q4	$4K	Buy	+37	New	+$4.41K	﹤0.01%	588

Other funds holding IEI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Liberty Wealth Management's IEI Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 74 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in IEI in Q4 2018 and held it in 12 quarters. The position peaked at $13K in Q4 2019. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

Liberty Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 74 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $10K.
Liberty Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $13K in Q4 2019.
535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.